Insights/ Articles

"Education is the foundation of better financial decisions" - Jeff Dixson

Should You Be a “Retirement Do-it-Yourselfer”?

By Jeff Dixson | January 22, 2016

We find in this world there are two kinds of people. First, you have the “do-it-yourselfers”. These are the people who research, read and try to do most things on their own. They’re more likely to tackle their own home improvement projects, scour Pinterest for crafty ideas or get under the hood of their car…

What to know about Social Security- The most important things to understand before filing for Social Security benefits

By Jeff Dixson | August 10, 2015

One of the most common subjects that pre-retirees and retirees have questions about is Social Security. Most people understand they’re entitled to some sort of a benefit and they might also have an idea of what that benefit would be. However, as most of us suspect, there’s more to the Social Security program than the…

Annuities: The Good. The Bad. The Fine Print.- Should you HATE annuities or LOVE them?

By Jeff Dixson | July 30, 2015

  At the back of everyone’s mind heading into retirement is the age-old question: how do I make sure I have the income I need to live on once I retire? How do I keep from running out of money in retirement, no matter how long I live? These are natural concerns for someone who…

The Age of The Robo-Advisor Is Here- Has the Traditional Advisor Become Obsolete?

By Jeff Dixson | July 8, 2015

Everywhere you look today, there is a new app or software program designed to make our lives cheaper, easier and more convenient. The same is true in the financial and retirement planning industry. Over the last couple years we have seen the rise of the “robo-advisor” or computerized financial planning program designed to take the…

The Three Phases of Your Financial Life

By Jeff Dixson | June 19, 2015

How to make sure you invest your money properly in each phase of your financial life In a relay race, each runner is responsible for completing a leg in the race. The first runner begins the race by running as quickly as possible, building momentum for their teammates, essentially setting the foundation for the rest…

Dangerous Behavioral Traps- How They Could Already Be Affecting Your Success

By Jeff Dixson | June 12, 2015

It’s no secret- trying to sort through all the financial options available to us can leave us feeling a little overwhelmed! To compound the problem, most investors, retirees or potential retirees rarely consider the possibility that they might unknowingly be making a huge behavioral mistake. That’s because most of the time, behavioral problems happen subconsciously.…

The 14 Most Popular Places to Put Your Retirement Dollars

By Jeff Dixson | June 5, 2015

Today we are surrounded by options. It’s often comical to just stand back and watch as someone approaches the salad dressing, cracker, or beer sections in the grocery store. It’s easier when you have an “old standby”, but what if you don’t? Or what if there were something better out there? We had been buying…

The Mutual Fund Expense Cheat Sheet

By Jeff Dixson | May 29, 2015

The other day we had a mother and daughter come into our office to meet with us. They had been with a large brokerage firm for a number of years. Many times they had asked their advisor about fees associated with their different investments (which included multiple mutual funds). Sadly, the only answer they could…

5 Hazardous Retirement Income Risks [INFOGRAPHIC]

By Jeff Dixson | May 22, 2015

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The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

One or more of the following persons of NWFTS; Jeff Dixson, David Topper, Dustin Martin and Jason Lambert, are licensed to discuss and offer securities or advisory services through Madison Avenue Securities, LLC (MAS) to residents of the following states: AR, AZ, CA, CO, FL, GA, HI, MT, NM, NV, OH, OR, SD,IA,ID,IL,IN,MN,TN,TX,UT and WA. Jeff Dixson, Dustin Martin, David Topper and Jason Lambert offer securities and advisory services through (MAS), a registered broker/dealer and a registered investment advisor, member FINRA/SIPC. MAS and Northwest Financial and Tax Solutions are not affiliated entities. Insurance company guarantees are based on the claims paying ability of the issuing insurance company.